Account Development Manager (200425)
- Location: Gloucester
- Duration: Permanent
- Working hours: 35 hours per week, Monday to Friday
- Application end date: 15/07/22
Key accountabilities
- Ensure all new enquiries/FD’s are acting within Ecclesiastical risk appetite: target, win and retain business in our core market sectors, delivering profitable growth in line with plan through:
- Prospecting, including utilising and growing CRM pipeline
- Delivering well qualified insightful leads to the wider sales force
- Planning and delivering agreed activity levels, ensuring CRM accurately reflects planned and actual activity
- Delivering a high quality sales process to own FD panel
- Driving profitable new business growth
- Meeting new business targets
- Proactively engage FD community using CRM pipeline
- Build and maintain a successful contact strategy for each FD ensuring key stakeholders/decision makers are identified
- Profile FD’s to maximise opportunities for the wider sales force
- Utilise cross selling opportunities for SEIB and the wider group
- Act as the first point of contact for telephone based Broker development, triage cases and enquiries to establish the right contact within the sales force.
IAR
- Engaging promptly with FD leads on new funeral plans
- Contacting customers and arranging funeral plans, following agreed process for doing so
- Planning and delivering agreed activity levels, ensuring CRM accurately reflects planned and actual activity
- Delivering a high quality service, engaging between FD’s and customer to ensure delivery of funeral plans
- Meeting funeral planning targets from IAR panel
Knowledge, skills and experience
- Minimum of 5 GCSE’s including Maths and English at grade C or above or equivalent experience
- Qualified within FS wider market ACII/CEMAP/FPC/DIP or similar
- Experience of funeral planning market or closely aligned within financial services
- Watson Glaser 40th percentile or above (will be tested)
- Market, Industry and Company knowledge
- A proven track record of delivering exceptional customer service
- Appropriate IT skills (will be tested)
- Strong verbal communication skills
- Experience of acting as a coach within a commercial environment
- Experience of effective stakeholder management within a commercial environment